Assistant Vice President jobs at iCapital Network - 31 jobs

About the Role iCapital is seeking a Strategic Development and Business Management Assistant Vice President or Vice President to drive operational efficiency and support iCapital's growth initiatives under the Business Excellence team. This role is highly collaborative and central to ensuring a smooth execution of key processes, working closely with the Operations and Investment Product Management leadership team. This individual will have opportunities to take on expanded responsibilities as the organization and company scales. This role will focus on driving strategic planning and operational execution, streamlining workflows, and partnering cross-functionally to enhance operational performance. The ideal candidate combines strong analytical and data storytelling skills with financial modeling expertise and excels at fostering cross-functional relationships in a dynamic fintech environment. Responsibilities Partner with Operations and Investment Product Management teams to develop and deliver key operational initiatives. Provide oversight and governance for key business initiatives, ensuring timely execution and measurable outcomes. Serve as central coordination point for cross-functional projects. Build subject matter expertise in the data, systems, and processes across the company and how they work cross-functionally. Develop advanced knowledge of the company structure, clients, and key business drivers to inform analyses for operational leadership. Ensure consistency in methodology, documentation, and tracking across the COO office and business unit. Qualifications 6-10+ years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program Excellent PowerPoint and Excel skills with extensive experience in analyzing raw data to drive quantitative analyses and building meaningful outputs Demonstrated ability utilizing BI tools to create and maintain data models, dashboards, and reports. Tableau is preferred Data-driven thinker who can translate complex problems into models that can be built and then iterated with stakeholders Strong strategic and business decision making abilities Highly organized and detail-oriented, with the ability to own and prioritize multiple tasks and drive projects from start to finish Strong collaborator who engages effectively across all levels and functions of the organization Exceptional communication, stakeholder management, and influencing skills Benefits The base salary range for this role is $135,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking to hire a Technology Product Strategy and Integration Assistant Vice President or Vice President to join the Operations and Investment Technology Product Strategy & Integration team. This team leads cross-platform initiatives to improve scale, consistency, and operational excellence, focusing on the iCapital Network Platform (ICN), and partners with OIPM, Product, and Engineering teams to shape strategy, define requirements, and deliver an efficient, evolving platform. This role will design, manage, and optimize iCapital's global network infrastructure, which includes overseeing network security, connectivity, and performance across multiple platforms and technologies. It involves leading cross-functional initiatives, driving operational excellence, and delivering scalable technology solutions. Responsibilities Execute and oversee a complex portfolio of cross-platform projects. Define project scope, assess business impact, and communicate outcomes to stakeholders and senior management. Drive KPI-focused initiatives that deliver measurable improvements in efficiency, risk mitigation, and scalability. Own end-to-end business analysis: requirements gathering, documentation, and post-implementation benefit reviews. Conduct business process and operating model reviews aligned to iCapital's global standards. Identify process and technical enhancement opportunities across the iCapital Network (ICN) platform. Partner with Product Managers to shape and deliver new operational platform functionality. Proactively identify and escalate project issues, risks, and dependencies. Facilitate cross-organizational communication and integration meetings to drive alignment and issue resolution. Develop training materials, release notes, and deliver user training on new processes and system capabilities. Support and contribute to projects that span global regions and time zones. Present practical, data-driven technology solutions to business problems. Qualifications 5+ years of experience in financial services ideally in the private market or wealthtech space Expertise in operations within alternative investments banking or asset wealth management Knowledge of private markets ecosystem and alternative products lifecycle Experience with technology enabled controls data analytics and workflow tools Strong business analysis and project management skills Proven ability to gather requirements and deliver technology or process driven solutions Exceptional prioritization communication and stakeholder management skills Detail oriented with strong analytical and problem-solving capabilities Intellectually curious, proactive and comfortable navigating ambiguity Strong relationship building and influencing skills Creative thinker who enjoys solving complex problems and can communicate them simply Knowledge of technical workflows developer tools or languages is a plus Benefits The base salary range for this role is $110,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking for a dynamic and experienced ServiceNow Architect with a strong background in ServiceNow to lead and optimize the internal applications. This pivotal role is at the heart of the product development efforts, driving the creation and enhancement of ServiceNow products by translating business strategies into actionable solutions. This role will ensure our platform aligns with company objectives and user needs, thereby maximizing our technology investments. The ServiceNow Architect will be responsible for defining and communicating the product vision, strategy, and roadmap for ServiceNow modules such as ITSM, ITOM, ITAM, TPSM, and GRC. By collaborating with cross-functional teams, this role will prioritize enhancements and manage a comprehensive product backlog. This individual oversee development, ensure the successful delivery of features, and continuously improve processes and user experience. Responsibilities Define and maintain the product vision, strategy, and roadmap for ServiceNow (ITSM, ITOM, ITAM, TPSM, GRC), ensuring alignment with company goals and best practices. Lead high-impact projects, managing high-risk initiatives and ensuring consistent value delivery. Uphold governance and compliance, ensuring ITIL-aligned processes, data integrity, and audit readiness. Drive continuous improvement by evaluating new ServiceNow features and best practices. Monitor platform performance, gather feedback, and propose enhancements to improve efficiency, experience, and data quality. Communicate changes, provide training, and support adoption in order to implement change management for platform updates. Ensure module integration and alignment, collaborating with architects and product owners to manage dependencies. Oversee ServiceNow design and configuration, guiding minimal customization to maintain stability and upgradability. Review and accept completed work, ensuring it meets quality standards and delivers value. Lead Agile ceremonies including backlog grooming, sprint planning, and reviews. Apply Agile and Scrum principles to manage complex products and interdependencies. Work with Development teams to ensure shared understanding of requirements and provide guidance during sprints and remove blockers. Collaborate with stakeholders (IT, business units, process owners) to gather and prioritize requirements and serve as the main contact for product-related inquiries. Develop and manage a prioritized product backlog. Write clear user stories with defined acceptance criteria. Adjust priorities based on feedback and evolving needs. Qualifications Bachelor's degree in computer science, information systems, business administration, or related field, or relevant work experience is required ServiceNow Certified System Administrator (CSA) certification is required 3+ years hands-on with ServiceNow as an admin, developer, or product owner, including ITSM, ITOM, ITAM, or GRC 7+ years in product management, ownership, or business analysis, with a strong record of delivering product vision and strategy in Agile environments Strong collaboration with cross-functional teams and stakeholders Experience with full lifecycle ServiceNow implementations or major upgrades Strong understanding of ITIL and ITSM best practices Proven ability to translate business needs into user stories and manage a product backlog Integration experience with enterprise systems (e.g., directory services, CRM, monitoring tools) is a plus Familiar with core ITSM processes (Incident, Change, Request, CMDB, Asset Management). GRC experience is a plus Benefits The base salary range for this role is $130,000 to $170,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineers who can build APIs and applications that are highly performant and intuitive. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. You will work closely with our Investments Product Management team throughout the software development process. Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job-with support from management and mentors. Responsibilities Building cloud native services using Scala using open-source frameworks Akka, ZIO etc. Unit and integration test development using Scala Test Active participation in stand-up meetings Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process Support clients through system integrations and production issues Qualifications Degree in Software Engineering 5+ years of web-based application development Experience in Scala, Node.js or Java a plus Demonstrated understanding of relational or NoSQL database concepts and modeling practices Passion for actively learning new technologies Ability to work independently or as part of a group effort, as required Solid problem-solving abilities Excellent communication skills Collaborative approach to software development Benefits The base salary range for this role is $130,000 to $170,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineers who can build APIs and applications that are highly performant and intuitive. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found via testing. Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job-with support from management and mentors. Responsibilities Building cloud native services using Scala using open-source frameworks Akka, ZIO etc. Unit and integration test development using Scala Test and ZIO Test Active participation in stand-up meetings Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process Qualifications Degree in Software Engineering 5+ years of web-based application development Experience in Scala, Node.js or Java a plus Demonstrated understanding of relational or NoSQL database concepts and modeling practices Passion for actively learning new technologies Ability to work independently or as part of a group effort, as required Solid problem-solving abilities Excellent communication skills Collaborative approach to software development Benefits The base salary range for this role is $130,000 to $160,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking a Research Associate or Assistant Vice President to join the Investment Strategy team and contribute to research across global public and private markets, alternative investments, disruptive technologies, and thematic investing. This role involves producing actionable insights, supporting white papers, market outlooks, building models, and collaborating with Senior Leadership to translate research into client-facing materials. The ideal candidate will work at the intersection of macro trends, portfolio strategy, and innovation within a fast-growing fintech platform. Responsibilities Conduct macroeconomic, sectoral, and cross-asset research across equities, fixed income, FX and commodities, and private markets. Track policy actions, capital flows, and secular themes such as AI, energy transition and deglobalization to identify investment-relevant signals. Research and support the drafting of weekly market notes, quarterly outlooks, and long-form white papers. Support the preparation of executive presentations and advisor education materials aligned to iCapital's market perspective. Support research and monitoring across private equity, private credit, real estate, infrastructure, and hedge fund strategies. Build and maintain financial models and leverage Bloomberg Terminal and Excel for data analysis. Partner with Investment teams and Senior Leadership to frame research questions and deliver executive-ready insights under tight timelines. Assist with establishing repeatable research processes and maintain a base knowledge of thematic and market intelligence. Qualifications 2-7 years of experience in investment banking, private markets or alternatives, asset management, or investment strategy and research Demonstrated research experience across public or private markets Expertise in Excel and Bloomberg Terminal Knowledge of Pitchbook, Preqin, Macrobond or other similar data service provider is preferred Able to work under tight deadlines, manage multiple priorities, and maintain attention to detail Strong written and verbal communication skills Comfortable crafting executive-level presentations Passion and curiosity for global markets Strong modeling and quantitative skills is a plus Benefits The base salary range for this role is $100,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking a highly skilled and motivated Network Systems Engineer to lead and scale the enterprise-wide telecom infrastructure, with a strong emphasis on SaaS and CCaaS cloud phone solutions. This role will own the design, implementation, and management of iCapital's contact center platforms and unified communications systems. The ideal candidate will bring deep technical expertise, strategic vision, and hands-on experience in cloud-based telecom environments. Responsibilities Manage iCapital's SaaS phone platforms, including Genesys, Vonage, Teams, and Zoom. Design and administer the Meraki portal, including all switches and wireless access points (WAPs). Design and manage Palo Alto Prisma and firewalls across all iCapital sites (Palo Alto, Fortinet). Configure and maintain all required VPNs for iCapital's infrastructure. Perform firmware upgrades and patching for all network equipment. Maintain and update comprehensive network documentation, including IP and ISP information. Document and manage IP address management (IPAM) and network diagrams (Visio). Provide escalation support to the Service Desk team for network/system-related requests. Handle or triage assigned projects and tasks related to the Corporate IT team. Represent the Corporate IT team in cross-department network infrastructure meetings. Plan, deploy, and maintain a network monitoring solution for iCapital. Develop and implement a change control process for network infrastructure. Qualifications Expertise in Cisco Meraki, Palo Alto Prisma, Fortinet, and Genesys platforms. Strong knowledge of LAN/WAN, SD-WAN, VPN, wireless networks, and network security appliances Hands-on experience with network monitoring, troubleshooting, and performance optimization Proficiency in network protocols (TCP/IP, BGP, OSPF, VLANs, QoS, SIP, RTP, VoIP) Familiarity with cloud networking (AWS, Azure), virtualization, and unified communications (Zoom, Teams) Experience with network documentation tools (IPAM, Visio) and change control processes Benefits The base salary range for this role is $120,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking an Associate or Assistant Vice President to join the Investment Strategy team. This role will support the Chief Investment Strategist and broader investment strategy team by editing, refining, and shaping high impact thought leadership content. This includes investment commentaries, white papers, podcast scripts, and other multimedia materials. The ideal candidate will have editorial rigor comparable to seasoned journalists, with a strong foundation in finance and investment writing. Responsibilities Edit and polish written deliverables including research reports, strategy notes, white papers, and articles to ensure clarity, consistency, and accuracy. Collaborate closely with strategists, portfolio managers, and subject matter experts to help translate complex investment insights into compelling narratives. Participate in scripting and editorial production for podcasts, ensuring smooth narrative flow and high editorial standards. Manage the editorial calendar and publication workflow, coordinating with multiple teams to meet deadlines. Implement and enforce a consistent editorial style across all team communications and thought leadership pieces. Conduct fact-checking and rigorous proofreading to ensure compliance with brand guidelines and the Legal and Compliance teams. Support the development of a "newsroom-style" publishing approach to amplify timely, market-relevant content. Serve as the liaison between multiple internal departments, including Investment Strategy, Marketing, Compliance and Relationship Management teams. Engage in content strategy discussions such as brainstorming themes, audience targeting, and innovative formats aligned with our thought leadership objectives. Qualifications 3-10 years of professional experience as a journalist or investment writer/editor preferably at an asset manager, boutique investment firm, or financial media organization Proven expertise in writing or editing on investment topics, particularly within alternative investments, private markets, or macro strategy Excellent editorial skills such as strong command of grammar, style, structure, and tone Familiar with investment concepts, market trends, and ability to engage with technical content and financial data Experience working cross-functionally with investment and content teams, ensuring editorial quality and project flow Able to manage multiple projects simultaneously and meet tight timelines Podcast or multimedia experience is a plus Demonstrated skill in editing scripts and working with audio content is a plus Benefits The base salary range for this role is $90,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President. Responsibilities Support the budgeting and forecasting of the company's key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses. Assist in the preparation of the company's annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail. Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads. Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts. Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance. Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results. Perform sales analytics to support the business development and growth of the company's iCapital Solutions department. Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports. Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes. Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools. Qualifications 2-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics Advanced degree and/or credentials desired, such as MBA, CPA, CFA Advanced skills in Excel and PowerPoint Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking Able to manage large sets of data and be able to implement checks and balances Excellent verbal and written communication skills Detailed oriented with big picture capability Benefits The base salary range for this role is $95,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking an Assistant Vice President Marketing Manager to join the Product Marketing team within the Marketing and Communications department. This role supports the Structured Investments and Annuities businesses, collaborating closely with Product, Sales, and cross-functional teams to deliver compelling go-to-market strategies and client engagement programs. Responsibilities Develop and execute integrated go-to-market strategies for iCapital's Structured Investments and Annuities Platform, Alternatives Distribution and Structured Investments (SI Distribution, m+ funds, and Outcome Driven Strategies). Partner with Product and Sales teams to define positioning, messaging, and value propositions for platform enhancements, new fund and product launches. Create and manage the utilization of high-impact marketing and sales enablement tools including presentations, fund fact sheets, brochures, case studies, platform and product demos to articulate benefits and drive advisor adoption. Develop educational content and thought leadership pieces to simplify complex investment concepts for advisors and end clients. Lead multi-channel marketing campaigns across email, digital, social, webinars, and events, leveraging data-driven insights to optimize engagement and conversion. Act as a strategic partner to Product, Sales, and Client Relationship teams, ensuring marketing initiatives support core KPIs. Seek opportunities across all elements of iCapital Structured Investments and Annuities Platform and Alternatives Distribution businesses including acquisition, retention, platform features and functionality, and product launches to help meet and exceed company goals. Qualifications Bachelor's degree in marketing, business, finance, or a related field 7+ years of related experience preferably within the fintech, wealth management, alternative investments (including annuities and structured investments), or ETFs Strong analytical skills with the ability to interpret data and translate insights into actionable strategies and data-driven decision-making Exceptional communication and storytelling skills with the ability to simplify complex concepts Proven track record of building and managing integrated marketing plans and campaigns across multiple marketing disciplines Demonstrated success in managing ambiguity and driving results in fast-paced environments Collaborative mindset with strong project management skills Experience marketing structured investments, annuities, or alternative investments Familiar with advisor distribution channels Able to blend strategic thinking with hands-on execution, delivering a measurable impact Benefits The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects. Responsibilities Perform due diligence on private companies and their industries alongside senior team members. Prepare investment memoranda. Oversee portfolio monitoring, portfolio analysis, and liquidity planning. Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams. Support external communications regarding the Fund, including engagement with prospective and existing investors. Track market trends, competitor activity, and industry developments. Create business development presentations as required. Qualifications 4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.) Excellent written and verbal communication skills High accuracy and attention to detail Able to problem-solve and make logical business recommendations in a fast-paced environment Professional demeanor with an entrepreneurial attitude and a strong sense of ownership Benefits The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking to hire a Senior Vice President professional to join its growing Research and Due Diligence team. This role will help lead private markets managers due diligence business, including overseeing due diligence processes, developing educational content, presenting to existing and prospective clients, and managing a team of investment analysts. This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. Responsibilities Help lead the day-to-day management of the private markets research division, including market research, pipeline management, and liaising with internal stakeholders in sales, legal and compliance, corporate finance, etc. Lead investment and operational due diligence on private capital managers identified for inclusion on the company's platform. Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors. Help manage the investment committee schedule and coordinate materials for monthly meetings. Participate in monthly and quarterly monitoring meetings of existing fund investments and coordinate follow-up steps on funds that are not meeting desired metrics. Lead pipeline management across private markets asset class, including coordinating fund manager sourcing, developing and meeting launch timelines, and development of collateral as necessary. Keep abreast of investment opportunities and be able to successfully communicate information to the Investment team. Maintain a pipeline of investment ideas that are in the market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy. Present investment merits of current products in the market as well as current trends in the private capital investing to clients. Qualifications 15+ years of total experience in financial services; 10+ years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant or fund of funds Fund manager evaluation as the candidate's primary responsibility at prior firm(s) Demonstrated qualitative and quantitative analytical skills Strong written communication skills and able to present in front of senior professionals in the industry Able to work independently Benefits The base salary range for this role is $220,000 to $260,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is building a bold new path for retirement portfolios and is seeking a strategic leader to help drive the expansion into the Collective Investment Trust (CIT) space, particularly focused on alternative asset classes. The team is not here to tweak the edges of retirement investing, it is here to reinvent it. iCapital's entrepreneurial team is building a bold new path for retirement portfolios, where innovation drives progress and legacy approaches are reimagined. This role sits at the intersection of product innovation, client engagement, and operational execution. The ideal candidate will be a key player in shaping how alternative managers bring private market strategies to defined contribution plans, helping to unlock new opportunities for retirement investors. As part of a fast-moving, entrepreneurial team, this individual will collaborate across functions and with external stakeholders to design, launch, and scale CIT solutions that challenge legacy approaches and deliver meaningful impact. Responsibilities Serve as a senior relationship lead and subject matter expert for alternative investment managers entering the CIT and retirement space. Lead product development and implementation efforts for private market and alternative CITs, coordinating across Legal, Compliance, Operations, and Technology teams. Drive strategic conversations with clients and partners to design innovative CIT structures aligned with regulatory requirements and market needs. Oversee complex onboarding and launch processes, ensuring seamless execution and long-term servicing success. Represent iCapital in industry forums, regulatory discussions, and client engagements as a thought leader in alternatives in retirement. Identify and implement scalable solutions to improve efficiency, accuracy, and client experience across the CIT lifecycle. Collaborate with internal teams to develop educational and marketing materials that support product adoption and client understanding. Contribute to the broader growth strategy of iCapital's Alternatives in Retirement Portfolios business. Qualifications 10+ years of experience in financial services, with deep exposure to investments, trust administration, or retirement products Strong understanding of alternative investment structures and their integration into pooled vehicles like CITs Proven ability to lead cross-functional initiatives and manage complex client relationships Familiar with regulatory frameworks governing CITs (DOL, IRS, OCC) and retirement plan structures Experience with fund administration platforms (e.g., Geneva, Investier, Investran, InvestOne) is a plus Excellent communication, project management, and strategic thinking skills Entrepreneurial mindset with a passion for building new businesses and challenging industry norms Bachelor's degree in business, finance, or related field; advanced degree or industry certifications (e.g., CAIA, CFA) is preferred Benefits The base salary range for this role is $160,000 to $245,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking to hire a Business Controls Senior Vice President. The ideal candidate will lead the design, implementation, and oversight of iCapital's enterprise-wide business control framework, with a primary focus on the Operations and Investment Product Management (OIPM) organization. This role ensures operational integrity, regulatory compliance, and risk mitigation across OIPM processes. This individual will partner with senior leadership to embed robust controls into workflows, drive governance initiatives, and foster a culture of accountability and continuous improvement. Responsibilities Serve as the primary liaison between the COO, control functions, and regulatory bodies for all OIPM matters. Assess existing OIPM control procedures and recommend enhancements to strengthen risk management. Develop and maintain a comprehensive business control framework, including policies, procedures, and standards. Lead governance committees and oversee operational risk and control effectiveness across OIPM. Deliver periodic control reports and risk insights to executive leadership and the Board. Identify emerging risks proactively and implement preventive measures to mitigate impact. Oversee remediation plans for control deficiencies and ensure timely resolution. Drive automation of control monitoring and reporting through advanced tools and analytics. Partner with Technology and business teams to embed controls into system architecture and workflows. Lead standardization, change management, and training initiatives to ensure consistent processes and adoption across OIPM. Control Framework Development & Oversight Design and maintain a comprehensive business control framework tailored to OIPM operations. Establish policies and procedure standards for operational risk management and internal controls within OIPM. Governance & Reporting Lead governance committees focused on operational risk and control effectiveness for OIPM. Develop and deliver periodic control reports to executive leadership and the Board. Risk Identification & Mitigation Proactively identify emerging risks within OIPM and implement preventive measures. Oversee remediation plans for control deficiencies and ensure timely resolution. Cross-Functional Leadership Partner with Investor Relations, Operations, Compliance, and Technology to ensure controls are integrated into OIPM workflows. Act as a key liaison with internal audit and regulatory bodies during reviews and examinations. Technology & Automation Drive automation of control monitoring and reporting for OIPM through advanced tools and analytics. Collaborate with technology teams to embed controls into OIPM system architecture. Change Management & Standardization Lead initiatives to standardize processes and controls across OIPM. Develop and execute change management strategies to ensure adoption and sustainability of new processes. Culture & Training Champion a strong risk and control culture across OIPM. Develop and deliver training programs for OIPM teams on control responsibilities. Qualifications 15+ years of experience in financial services, with a focus on operational risk, business controls, or internal audit Deep understanding of operations within alternative investments, banking or asset and wealth management Proven track record of building and leading enterprise control frameworks Strong knowledge of regulatory requirements (SEC, FINRA, AML/KYC, etc.) Exceptional leadership, communication, and stakeholder management skills Experience managing resources and leading teams in a highly complex and unstructured environment Experience with governance committees and board-level reporting Familiar with technology-driven control solutions and data analytics Able to make a positive impact with senior stakeholders and drive cultural change Strategic thinker with hands-on execution capability Preferred Skills Familiarity with technology-driven control solutions and data analytics. Ability to influence senior stakeholders and drive cultural change. Strategic thinker with hands-on execution capability. Benefits The base salary range for this role is $190,000 to $240,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking a Vice President or Senior Vice President to join its Independent Advisor Solutions team. The Independent Advisor Solutions group has launched five 1940 Act registered funds and continues to expand its investment offerings. A core differentiator is iCapital's partnerships with leading alternative asset managers and top-tier wealth management platforms. In this role, the Product Manager will collaborate closely with the Portfolio Manager to build and manage an evergreen portfolio that includes direct co-investments, funds, and strategic partnerships. This individual will play a critical role in driving the growth of iCapital's evergreen registered fund business by overseeing key aspects of fund operations, investor relations, marketing, and distribution strategy, among other responsibilities. Responsibilities Own all aspects of fund operations and business growth, excluding investment decisions and external marketing. Oversee marketing initiatives for the fund, including creating and maintaining fundraising presentations, portfolio review materials, quarterly investor call content, and other marketing collateral. Partner closely with the Portfolio Manager on the “business of the fund,” managing distributions, liquidity, and communications with current and prospective investors. Build and maintain strategic relationships with leading distribution platforms in the wealth management channel. Coordinate cross-functionally with Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams to ensure seamless execution across all aspects of the fund. Oversee recurring reporting for investors and the Board, ensuring accuracy, timeliness, and clarity. Qualifications 8+ years of relevant professional experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.) Experience with 1940 Act Funds and private markets a plus Proven ability to build strong, trusted relationships with internal teams and external clients Exceptional organizational and time management skills, with the ability to manage multiple priorities effectively Strong attention to detail and accuracy in all deliverables Excellent written and verbal communication skills for clear and persuasive messaging Professional demeanor with an entrepreneurial mindset and strong sense of ownership Bachelor's degree required; CFA, CAIA, or MBA is a plus Benefits The base salary range for this role is $170,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking a strategic and results-driven Associate / Assistant Vice President, Program Manager to join our Product Operations team. This role will lead the planning and execution of complex, cross-functional software development initiatives that are critical to firm-wide priorities. The ideal candidate brings a strong track record of delivering enterprise-scale technology projects in financial services, with a demonstrated ability to influence stakeholders, manage risk, and drive operational excellence. Key Responsibilities Own and drive the end-to-end delivery of strategic software initiatives, ensuring alignment with business goals, timelines, and resource plans. Lead cross-functional collaboration with Product, Engineering, UX, Legal, Compliance, and Sales to ensure seamless execution and stakeholder alignment. Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies. Proactively identify and resolve project risks and blockers, escalating when necessary, with clear context and recommendations. Use analytical reasoning to assess program performance, identity areas for improvement, and lead efforts to improve efficiency and effectiveness within the team. Oversee project tracking tools (Monday.com, JIRA), ensuring transparency, accountability, and timely delivery across teams. Prepare and present project status reports, dashboards and performance metrics. Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus. Qualifications 5+ years of relevant experience within program management, project management or business analysis roles Proven experience delivering complex software projects in financial services or fintech environments. Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders. Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset. Deep understanding of Agile methodologies and tools (JIRA, Confluence, Monday.com) Operational rigor with a focus on process improvement, workload distribution, and team enablement. Experience peer influencing projects fostering a culture of accountability and growth. PMP, SAFe, CSM, or CSP certifications are a plus. Benefits The base salary range for this role is $100,000 to $150,000 depending on level and experience. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking to hire an Assistant Vice President Cybersecurity Project Manager. This individual will oversee information security initiatives within the team and across business units to improve the security posture of the firm. This role manages multiple enterprise-level projects from planning through execution, ensuring alignment with strategic goals, regulatory requirements, and stakeholder expectations. Success in this role requires exceptional attention to detail, strong time management, and the ability to translate complex technical or business processes into clear, actionable plans. Responsibilities Define scope, develop detailed plans, and drive cross-functional execution to ensure projects are delivered at the expected quality level. Coordinate decisions across business, technology, and control partners to prepare and deliver structured updates to executives, sponsors, and working groups to ensure transparency and accountability. Create and manage project charters, status reports, RAID logs, and leadership summaries that reflect current progress, risks, and dependencies. Maintain adherence to internal risk frameworks, regulatory requirements, and project management standards while ensuring documentation is audit-ready at all stages. Manage schedules, workflows, and reporting dashboards in tools such as Monday.com, Jira, Confluence, and MS 365 to support accurate tracking and visibility. Qualifications Bachelor's degree in a related field is required, master's degree is a plus 5-7 years of experience managing complex, cross-functional enterprise projects in a financial service, fintech, or technology-driven environment Highly professional and persuasive communicator who unites diverse stakeholders, drives alignment, and builds momentum to ensure projects move forward and deliver results Exceptional organizational, time management, and written and verbal communication skills Comfortable engaging with senior leaders and stakeholders Proven track record of managing multiple concurrent projects with strict deadlines, changing priorities, and cross-team dependencies Project Management Professional (PMP), Scrum Master Certified (SMC), and ITIL certifications are preferred Benefits The base salary range for this role is $120,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking a Vice President to lead the New Activities Planning and Strategy team that provides operational and strategic support to iCapital's growth initiatives. This role will be a trusted partner across all areas of the business driving strategic planning, operational readiness, and organizational effectiveness for new business efforts and initiatives. The ideal candidate has proven leadership strength, deep cross-functional project management experience, and a demonstrated ability to develop relationships and influence in a fast-paced environment. Responsibilities Conduct strategic analysis of new business opportunities, including market sizing, competitive benchmarking, and operational impact. Translate new business objectives into actionable initiatives with clear requirements, milestones, ownership, and success metrics. Provide oversight and governance for new business initiatives across the firm, ensuring timely execution and measurable outcomes. Develop a monitoring and reporting framework to track progress and performance of new business efforts. Serve as a central coordination point for cross-functional work streams, ensuring consistency in approaches and documentations across the firm. Manage the New Activities Committee's operations including agenda setting, minute keeping, and review pipeline prioritization. Champion a culture of excellence, collaboration, and continuous improvement while leading and managing a world class team. Partner with the Business Management, Firmwide Analytics, Strategic Finance, and Corporate Development teams, ensuring new business activities align to iCapital's strategic business direction. Qualifications 10+ years of experience in consulting, business management, internal strategy, or Chief of Staff-type roles within the financial services industry Proven track record of leading cross-functional initiatives and driving organizational change Deep understanding of operational risk, control frameworks, and regulatory environments Strong strategic thinking and analytical capabilities Knowledge of operational risk, control frameworks, and regulatory environments Exceptional communication, stakeholder management, and influencing skills Proven track record of using data to drive business decisions Experience managing a high-performing team and providing career development feedback Benefits The base salary range for this role is $140,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking for a candidate to join its growing Research and Education team. The role will focus on conducting due diligence on Private Capital funds and author thorough due diligence reports that are offered to our clients. This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. Responsibilities Lead investment and operational due diligence on private capital managers identified for inclusion on iCapital's platform. Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors. Help lead internal processes for conducting due diligence and overseeing the quality and consistency of due diligence reports. Play an active role in the management of the due diligence projects pipeline. Keep abreast of investment opportunities and be able to successfully communicate information to the investment team. Source new managers, perform initial screening, and identify managers for further consideration. Maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy. Prepare marketing and education materials on various products and strategies for clients of the company. Present investment merits of current products in the market as well as current trends in the private capital investing to clients. Qualifications 10+ years of total experience in financial services; with 5-7 years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds Prior experience focusing on fund manager evaluations Demonstrated qualitative and quantitative analytical skills Strong written communication skills and able to present in front of senior professionals in the industry Able to work independently Benefits The base salary range for this role is $165,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.